Wealth Management Consultant
2 weeks ago
Become a pivotal member of our team at Moneta as a Wealth Management Consultant, guiding clients through their financial pathways towards stability and growth.
As a reliable advisor, you will offer customized financial solutions, investment guidance, and holistic planning, empowering individuals to realize their financial aspirations.
Utilize your knowledge to foster robust client connections, assess market dynamics, and provide personalized strategies that promote financial achievement.If you are driven by the desire to create a significant impact in the finance sector, we welcome you to join our committed team.
Key ResponsibilitiesComprehensive Financial Evaluation:
Conduct detailed assessments of clients' financial conditions, encompassing tax considerations, investment plans, retirement strategies, and estate arrangements.
Tailored Investment Solutions:
Collaborate with the Investment Team to devise and propose investment strategies that cater to the client's distinct requirements, risk appetite, and financial objectives, while considering their individual circumstances.
Tax Strategy and Efficiency:
Guide clients on tax-advantaged strategies to reduce their tax burdens, taking into account various tax regulations and codes relevant to their specific scenarios.
Retirement and Pension Strategy:
Support clients in formulating all-encompassing retirement plans, including evaluating different retirement options, analyzing pension choices, and forecasting retirement income.
Estate and Legacy Planning:
Partner with the Estate Planning Team to offer advice on estate management, including the establishment of wills, trusts, and other mechanisms to safeguard and allocate assets according to the client's intentions.
Risk Assessment and Insurance Guidance:
Analyze clients' insurance requirements, including life, disability, long-term care, and liability coverage, and provide recommendations to mitigate potential risks.
Business Transition Planning:
Counsel business proprietors on succession strategies, assisting them in preparing for the transfer of their business interests to heirs or prospective buyers.
Personalized Financial Documentation and Presentations:
Using firm platforms such as Orion and MoneyGuidePro, create comprehensive reports and presentations tailored to each client's specific needs, offering clear insights into complex financial matters.
Regulatory Compliance and Ethical Standards:
Ensure that all recommendations and actions adhere to industry regulations, legal obligations, and ethical practices.
Collaboration with Legal and Financial Experts:
Work alongside attorneys, accountants, and other professionals to synchronize comprehensive financial strategies for clients.
Ongoing Education and Professional Growth:
Stay informed about advancements in financial planning, attending seminars, workshops, and pursuing relevant certifications.
Fostering Client Relationships:
Cultivate and maintain enduring relationships with clients, showcasing trust, integrity, and dependability in managing their intricate financial matters.
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